LEONID CAPITAL PARTNERS, LLC
Firm details
- Headquarters
- HUNTINGTON BEACH, California
- CRD number
- 327020
- Registered since
- July 28, 2025
- Website
- leonidfinance.io
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Leonid Capital Partners, LLC is a small, institutionally focused investment adviser that operates as the sponsor and general partner/manager of pooled investment vehicles. Organized as an LLC and SEC-registered in 2025, the firm concentrates on running closed pools rather than providing broad retail wealth-management services. Its business model centers on portfolio management for pooled funds, with fee arrangements that combine a percentage-of-AUM charge and performance-based fees. Leonid is not positioned as an ESG-driven investor and is not registered as a multi-state adviser. The adviser’s client base is tightly concentrated: it services institutional relationships through a small number of substantial mandates. Acting as sponsor and managing member of its vehicles suggests the firm controls investment selection, portfolio construction and governance for the funds it runs, rather than serving as a sub-advisor to outside managers.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1MONROE WENG
Chief Financial OfficerCRD 6554198
Contacts
2 of 2JAMES PARKER
Co-Founding PartnerCRD 7300183
Christopher Lay
Founding PartnerCRD 7754958
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
HUNTINGTON BEACH, CA
ORANGE
Location
HUNTINGTON BEACH, CA
Headquartered in HUNTINGTON BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- ORANGE
- Address
- 16400 Pacific Coast Hwy
- Time zone
- PT (UTC-8)
- Office locations
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